In an intake sheet I'm having the information entered mapped to a PDF document. I want to see if there's a way to have an automation to checkmark a checkbox when that document is generated (as a secondary action) but I'm not seeing the additional "+" like in other automation workflow. Is there a way to have that trigger?…
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
This discussion has been merged.
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
Add radio button mapping and syncing to the Docusign integration.
I want to be able to generate a certificate that serves as proof of attendance that automatically goes out to the participant's email once I update their status. Is that possible?
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client When we receive the filled out PDF want to move the data into smartsheet row I envision this working similar to a form however…
Hi all, I'm encountering some issues with my generate document automation - The overview is: I have a sheet with a form input (Sheet A) and a main log (Sheet B) - the intent is to have users fill out the Sheet A form with each inspection, and that info is index collected into Sheet B to keep it clean and not have all the…
Join our Smartsheet System Admin Essentials webinar to learn how to manage your organization's Smartsheet environment! This session is designed specifically for Smartsheet System Admins. We'll walk you through the core responsibilities of a System Admin and show you how to confidently navigate the Admin Center. After the…
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
Managing digital assets doesn’t have to be complicated. Join us for this two-part, on-demand webinar series designed to give Brandfolder administrators the confidence and skills to create smooth, efficient workflows. Whether you’re just getting started or ready to optimize your setup, these sessions will help you unlock…
Smartsheet カスタマー サクセス オンボーディングは、Smartsheet についての基本を学びたい方向けに毎週開催しているインストラクター主導のトレーニング コースです。 ウェビナーは、始めるための基本、共同作業、およびさまざまな方法での作業の視覚化の基本など、Smartsheet のご利用を開始するために必要なすべてを網羅しています。
Join us for one of our upcoming live sessions to learn about Smartsheet seat management. These events are designed to help you, Smartsheet System Administrators, stay ahead in efficiently managing your organization's Smartsheet users. In these sessions, we'll explore: • Effective navigation of the Smartsheet Admin Center •…